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How AI and Automation can transform your agency ops

Date
June 29, 2025
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There’s no shortage of buzz around AI right now - especially in the agency world. Generative tools are changing how creative teams build content, respond to briefs, and launch campaigns.

But if you're looking to improve how your agency actually runs - to fix delivery delays, close resourcing gaps, or reduce manual admin - AI alone won’t solve the problem.

In fact, the biggest operational gains often come from something else: automation.

And while AI and automation are frequently used interchangeably, they do very different jobs. Understanding how they differ - and how they can work together - is essential to scaling your creative agency effectively.

What’s the difference between AI and automation?

Let’s start with the basics.
Automation handles repetitive, manual tasks. It doesn’t think - it just does.
AI helps people think faster. It recognises patterns, makes predictions, and supports smarter decision-making.

The simplest way to remember it?
Automation helps things run
AI helps people think

Used on their own, they’re each powerful. Used together, they can reshape how your agency operates - from project delivery to performance management.

Why automation is often the better starting point

Many operational bottlenecks in creative agencies aren’t caused by talent gaps or tricky clients - they’re caused by manual processes that don’t scale.

That’s where automation comes in. Without a full system overhaul, you can start to remove friction and free up time across your agency.

Examples of creative agency automation include:
• Converting a signed brief into a project with the right owners and timelines
• Automating internal handoffs and client review triggers
• Sending timely reminders without project managers needing to chase
• Syncing calendars, resourcing tools, and finance platforms
• Progressing billing stages automatically when delivery milestones are met

This isn’t about removing humans - it’s about reducing the mental load. That means fewer mistakes, faster delivery, and more space for your team to do what they do best.

What AI adds to the mix

Once your core workflows are running smoothly, AI can add a layer of intelligence and efficiency across planning, resourcing, and performance.

In agency operations, AI can help you:
• Suggest timelines based on actual delivery data - not gut feel
• Spot resourcing risks before they slow things down
• Draft emails or updates that save your team hours each month
• Highlight patterns in project performance that point to scope creep or underpricing
• Provide smarter insights during planning, reviews, and forecasting

AI won’t solve broken processes - but with the right structure in place, it adds speed, context, and clarity - without more effort.

Real transformation happens when AI and automation work together

Let’s say a new project is signed off.

Here’s how automation and AI might work in tandem:
• Automation sets up the project framework, assigns roles, and schedules key actions
• AI analyses capacity and suggests a realistic delivery plan – flagging early risks
• Automation drives momentum – triggering handoffs, approvals, and invoicing stages

The result?

Your team spends less time coordinating and more time creating value. You remove friction and reduce your dependency on memory, goodwill, or manual checklists.

How to get started - without overwhelm

Don’t start with AI. Start with pain.

Look for the friction. The time drains. The workarounds.

Here are five signs your agency needs automation:
• Projects take too long to get set up after sign-off
• People chase tasks manually instead of getting automatic prompts
• Handoffs between teams are missed or delayed
• Status updates live in spreadsheets (or someone’s head)
• Admin tasks are repeated across multiple tools or systems

If two or more of these feel familiar, automation could unlock serious time and capacity - without changing how you work creatively.

Once the basics are in place, you can then explore where AI could support your planning, forecasting, and decision-making.

Final thought: Build better systems, not just smarter tools

AI and automation aren’t the same – and shouldn’t be treated as if they are.
• Automation brings consistency. It reduces admin and speeds up delivery.
• AI brings clarity. It sharpens thinking and supports better decision-making.

Used together, they take pressure off your team, remove noise from your systems, and give your agency the freedom to scale - without losing creative control.

Let’s work together to grow your agency.

 GROW MY AGENCY
 GROW MY AGENCY

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